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Mark David Alarie

Stirlingshire Investments

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About Mark David Alarie

Mark Alarie is a financial advisor with Stirlingshire Investments. Mark has been in the industry since May 2016 and is registered with FINRA and the state of Florida. Mark provides financial planning and portfolio management services to individuals. Mark has a Series 66, Series 7, and SIE license. Mark also has experience with PFS Investments INC. and CETERA INVESTMENT SERVICES LLC.

Firm Information

Mark Alarie is currently registered with Stirlingshire Investments. Stirlingshire Investments is a financial advisor headquartered in NEW YORK, NY. They provide financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 29 investment advisor representatives and manages approximately $69,214,156 in assets for 371 clients, primarily individuals other than high-net-worth clients.
Stirlingshire Investments

15 W 38TH ST.

NEW YORK, NY 10018

$69.21M

Assets Under Management

264

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Alarie’s Registration & Firm History

FL

02/02/2024 - Present

Stirlingshire Investments (Orlando FL)

FL

02/18/2020 - 01/17/2024

PFS INVESTMENTS INC. (ORLANDO FL)

FL

04/20/2018 - 11/03/2019

CETERA INVESTMENT SERVICES LLC (ORLANDO FL)

FL

01/07/2016 - 03/21/2018

EDWARD JONES (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 02/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark David Alarie.
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